Adelene Tan Zhi Xin 陈芷欣
Unit Trust Consultant
Private Retirement Consultant
With my experience as a full-time Unit Trust Consultant (UTC) since 2021, I am committed to guiding you towards your financial objectives using suitable Public Mutual products. Moreover, I also fulfill the role of a Private Retirement Scheme (PRS) Consultant at Public Mutual Johor Bahru. Here, I assist Malaysian workers in Singapore, without CPF accounts, in establishing retirement funds through monthly contributions, ensuring financial security post-retirement.
Furthermore, as a PRS contributor, you stand to benefit from tax relief of up to RM3,000 annually when contributing to PRS funds (for Malaysian residents). Therefore, consider entrusting me with your retirement planning needs for tailored financial solutions.
Be discipline in your wealth journey.
爱理财的艾德琳, 2022
Personal Profile & Qualifications
Certifications & Licenses
Unit Trust Consultant, FIMM Certificate of Attendance Unit Trust Investment Planning
Private Retirement Consultant, FIMM
Education
Sijil Pelajaran Malaysia (SPM)
UNified Examination Certificate (UEC)
Diploma in Business Management (MDIS)
Advanced Diploma in Business Management (MDIS)
Diploma in Accounting (ACCA)
Position
Unit Trust Consultant & Private Retirement Consultant, Public Mutual
Sales Manager, F&B Own Business
Business Owner, Space Z workspace
Location
Skudai, Johor Bahru, Johor, Malaysia
Retirement Planning： H.E.R.O Plan
Experience the H.E.R.O Plan – your pathway to financial success and security. H.E.R.O stands for “Helping Everyone Reach Optimal Financial Goals.” With our specialized plan, we provide personalized financial solutions tailored to your unique needs and aspirations. Whether you’re planning for retirement, education, or wealth accumulation, our H.E.R.O Plan ensures that you’re equipped with the tools and strategies to navigate your financial journey with confidence. Unlock your potential and embark on the path to a brighter financial future with our H.E.R.O Plan today!
Our Services: H.E.R.O Plan
If you’ve found a property you like, let’s list your budget for your Dream House.
Give your children the tertiary education they deserve or plan one for you.
Earn enough in your retirement fund to retire the way you want.
To prepare a fund for traveling, wedding, or step-up an own business. 
Free 20-Minute H.E.R.O Planning Consultation: Text Me Now
Unlock your financial blueprint with a personalized consultation! Take the first step towards financial empowerment by scheduling your complimentary 20-minute consultation today. Our team of trusted retirement planning consultants specializes in retirement planning, unit trust investment, and savings strategies tailored for residents in Malaysia and those working in Singapore with work permits but without CPF. Discover how our experienced consultants can guide you toward a secure financial future. Text now to book your appointment and embark on your journey towards financial freedom.
Unlock new career opportunities in Johor Bahru with our second income vacancy job openings! We’re seeking dedicated individuals with SPM credit 3C and above for part-time or full-time roles. Click here to join our team and start your fulfilling career journey today!